44 ordspråk av Michael Davies

Michael Davies

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I'm not sure we're that oversold right now, given that P/E ratios are still high relative to what we perceived the forward-looking earnings to be, ... When we go through the next month and we start to see the first quarter results, I think the expectations are going to come down. With that, it's going to be difficult to sustain much higher growth unless we get some greater visibility.

This will be the first real evidence of how the tech sector is doing after the Iraq war.

We don't have any concrete fundamentals to give the market direction, ... I thought that the war being over would translate into corporate IT purchasing, but that hasn't happened.

We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because some of these valuations do look a little high. I think people are just waiting for further confirmation that things are going to spill out into the earnings field.

It's a mixed picture, ... If they cut it by a quarter point, that might be good. Anything greater than that, I think people will take a step back and say, Maybe [the Fed sees] something we don't, that the economy's a lot weaker than we originally thought. That will start to put pressure on to tech stocks in general.

We need more ingredients, ... Most of the technology companies have demonstrated improving margins and sequential revenue growth. The foundation is setting up for a recovery, but the market has come pretty far in a short period of time. We need some more conviction coming into August. I think we're going to trade sideways for the near term.

Recent economic data gives us confidence that corporate spending is coming back to life, so I'm hoping sales could be above $5 billion. That would set a strong tone for the rest of the year,

Inventory levels have been held back because of the pervasive pessimism in technology. There was resistance to build inventory because of fear of charges.

With a good performance and at least some encouraging tones from Chambers, we could get a change of mood on the Street. It's desperately needed. It's time we focus on fundamentals.

The evidence is in that tech is finally turning around, ... That's most clearly demonstrated with telecom. Even Lucent, despite its weaker performance among its peers, is suggesting they've got some visibility.

The Iraq situation just seems to hang over business investment decisions, which is critical right now, ... Unfortunately, we're dependent upon enterprise spending. We're seeing signs that telecom is starting to catch on. But if you look at a company like Cisco, where two-thirds of their business is tied to enterprise spending, we're still in this quagmire.

These guys are characters, and that's one of the things that got ESPN very excited, ... They don't look so perfect. They've got strange regional accents and odd facial hair. They've lived a lot of life and they look like it. And they are also superb at what they do.

I think expectations might be preceding reality, ... In the long run we've got some real opportunity here, but we've come a long way too quickly. We may need to ratchet it back a little and set a new foundation to grow for the rest of the year, but continuing at this pace is going to be difficult.

TI is performing well but it is being unfairly tainted,

There's a strong handset replacement cycle going on right now that will generate the next phase of growth, ... First it was color and camera phones and now it will be higher resolution and video enabled phones that will be prevalent this holiday season.

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